USER GUIDE

You can use the ConnectLink Account/Contact/Lead matching button to import a ConnectLink Key. For more information, see the Matching Accounts & Contacts page.

You can use the New Institutions tab or the Search tab to import new accounts. For more information, see the New Institutions & Search Tab page.

Yes, ConnectLink has the option to integrate with the lead object. For more information, see the Lead Object page.

The update will probably take 6-24 hours in total, depending on the speed of the writes into Salesforce and other factors.

You can refer to the ConnectLink Status for accounts, contacts, and leads to determine whether they are active or closed/inactive.

Possible values:
Account:
‘A’ = Active
‘C’ = Closed
‘U’ = Unlicensed

Contact:
‘A’ = Active
‘I’ = Inactive
‘U’ = Unlicensed

Lead:
‘A’ = Active
‘I’ = Inactive
‘U’ = Unlicensed

The ConnectLink Last Sync Date indicates when the record was last synced.